Vest Financial
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Vest Financial’s McDonald's MCD Stock Holding History

Vest Financial’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$52.3M Buy
226,522
+27,794
+14% +$7.32M 0.55% 70
2026
Q2 		$53.7M Sell
198,728
-4,248
-2% -$1.22M 0.56% 64
2026
Q1 		$63.1M Buy
202,976
+15,260
+8% +$4.86M 0.76% 31
2025
Q4 		$57.4M Sell
187,716
-21,070
-10% -$6.45M 0.73% 37
2025
Q3 		$63.4M Buy
208,786
+19,631
+10% +$5.97M 0.83% 22
2025
Q2 		$55.3M Sell
189,155
-18,349
-9% -$5.66M 0.78% 54
2025
Q1 		$64.8M Buy
207,504
+13,549
+7% +$4.05M 1.01% 16
2024
Q4 		$56.2M Sell
193,955
-367
-0.2% -$109K 0.99% 25
2024
Q3 		$59.2M Buy
194,322
+32,456
+20% +$8.95M 1.14% 9
2024
Q2 		$41.2M Buy
161,866
+36,984
+30% +$9.8M 0.99% 52
2024
Q1 		$35.2M Buy
124,882
+20,796
+20% +$6.05M 0.93% 65
2023
Q4 		$30.9M Buy
104,086
+27,581
+36% +$7.51M 1.15% 29
2023
Q3 		$20.2M Buy
76,505
+35,234
+85% +$10M 1.1% 41
2023
Q2 		$12.2M Buy
41,271
+3,706
+10% +$1.08M 1.14% 37
2023
Q1 		$10.5M Buy
37,565
+1,769
+5% +$474K 1.43% 23
2022
Q4 		$9.43M Buy
35,796
+48
+0.1% +$12.7K 1.47% 43
2022
Q3 		$8.25M Sell
35,748
-1,978
-5% -$506K 1.56% 30
2022
Q2 		$9.5M Buy
37,726
+4,474
+13% +$1.1M 1.73% 7
2022
Q1 		$8.22M Buy
33,252
+4,733
+17% +$1.18M 1.49% 37
2021
Q4 		$7.64M Buy
28,519
+6,835
+32% +$1.73M 1.66% 11
2021
Q3 		$5.23M Buy
21,684
+4,467
+26% +$1.07M 1.59% 20
2021
Q2 		$3.98M Buy
17,217
+5,445
+46% +$1.27M 1.51% 40
2021
Q1 		$2.64M Buy
11,772
+2,296
+24% +$491K 1.51% 38
2020
Q4 		$2.03M Buy
+9,476
New +$2.06M 1.36% 61

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Vest Financial's MCD Position: Q3 2026 in Review

Vest Financial increased its McDonald's (MCD) stake by 14% in Q3 2026, buying an estimated $7.32M and bringing the position to 226,522 shares worth $52.3M. The position accounts for 0.55% of the portfolio, ranked #70.

Vest Financial first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $64.8M in Q1 2025. 1,580 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Vest Financial held 226,522 shares of McDonald's worth $52.3M as of Q3 2026.
  • Vest Financial bought 27,794 McDonald's shares in Q3 2026, an estimated $7.32M.
  • McDonald's made up 0.55% of Vest Financial's portfolio in Q3 2026, its #70 holding.
  • Vest Financial first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's McDonald's position peaked at $64.8M in Q1 2025.
  • 1,580 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.